Customer Management
Customer Management
Managing your customers is very powerful and very easy when using maxxpal™.
It could not be simpler to look after your customers when you use maxxpal™.
Simple to use click and see just like a normal website.
All customers record display with a summary of relevant information such as the number of order, invoices, files, notes, tasks and more associated with the customer record.
You can also email directly from a customer record and the email will automatically get stored with that record.
See with one click the customer details including:
- A quick glance detail view which includes a summary of: how many leads, estimates, orders, invoices, files and tasks for customer
- Personalised customer diary view
- Contacts and addresses for the customer
- Detailed notes, tasks and things to do for the customer
- Files relevant for the customer
- Details of leads, estimates, orders and invoices relating to the customer
- Emails sent and received to the customer
Not all features are available in all versions. Please check with us before making a purchase decision.